+9.0%
MSFT vs FWONK
+0.2%
+8.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.5% | +3.2% | +6.2% |
| 7D | +4.7% | +8.9% | -4.2% | +3.7% |
| 30D | +5.8% | +4.1% | +1.7% | +5.4% |
| 3M | +13.0% | +2.6% | +10.4% | +12.6% |
| 6M | +34.9% | +12.2% | +22.7% | +31.9% |
| YTD | +15.7% | +0.4% | +15.2% | +12.9% |
| 1Y | +9.0% | -1.8% | +10.8% | +7.7% |
| All | +9.0% | +0.2% | +8.8% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FWONK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling